Search by Category

Academics
Finances
Campus Services
Can't find what you need?
Contact Us
Knowledge Base  
Article

What information is required for new users of the IRS Get Transcript Online service?

« Go Back

Information

 
Functional GroupFinancial Aid
Information
To register and use the Get Transcript Online service, new users will need:

1. a readily available email address
2. your Social Security number
3. your filing status and address from your last-filed tax return
4. your personal account number from one of the following:
• credit card
• home mortgage loan
• home equity (second mortgage) loan
• home equity line of credit (HELOC)
• car loan
(The IRS does not retain this data)
5. a readily available mobile device (For instant access, your name must be associated with a U.S.-based mobile phone capable of receiving text messages. If the mobile phone number cannot be linked to your name, you may opt for a mailed activation code during registration.) 

Note: 
• If you have a “credit freeze” on your credit records through Experian, it must be temporarily lifted before you can successfully complete this process.
• The credit card cannot be American Express, a debit card or a corporate card issued in your name by your company or organization.
• Because this process involves verification using financial records, there may be a “soft inquiry” placed on your credit report. This notice does not affect your credit score. The IRS does not retain your financial account information.
• If you have a pay-as-you-go mobile phone or a business/family plan mobile phone not associated with your name, you may request that we mail an activation code to the address we have on file for you. To complete the registration process, you still must have either a text-enabled, U.S.-based phone to receive a security code via text or the IRS2Go mobile application to receive a security code within the IRS2Go app.
• If you have already created an account with Secure Access and need to change your phone number, you must re-register.

For more information, visit IRS Get Transcript FAQs.

Feedback

Was this article helpful?